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Home Platform Advance by Embark

Willingness to recommend

4.2/5

Based on 5 reviews

Advance by Embark

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Value for money

4.2/5

Support

4.6/5

Integrations

3.8/5

Based on 5 reviews

The Advance by Embark Platform’s rich functionality and extensive investment range make it potentially suitable for a broad range of client types. From those still accumulating wealth, to those in the decumulation phase with a strong focus on taking retirement income while making their wealth last.

From giving access to a broad range of products (Platform Cash Account, Cash ISA, S&S ISA, Investment Account, Retirement Account and Junior ISA & Junior Retirement Account for children) and assets including clean share class mutual funds, ETAs and model portfolios, through to the transparent way we charge and how we make independent planning and research tools available, it’s all designed around helping advisers achieve great client outcomes.

In summary, reassuringly predictable.

NextWealth view

The Advance by Embark has strategic partnerships with a number of larger groups including Openwork and Ascot Lloyd as well as wider market access through partnerships with SimplyBiz and Threesixty. The trade press have written widely that the Zurich is for sale. We think that's right. The platform has not achieved enough scale to make the global insurer take note. We think it's a good platform with good functionality. However, it struggles under the weight of the life co and probably doesn't get the love it needs to thrive.

Assets under influence:
£15.58bn as at 30 June 2020 across Embark platforms
Ownership:
The Embark Group
Technology Partnerships:

Powered by FNZ, Portals: Vermeg, Tools: FE & EValue.

Integrations

3.8/5
Based on 5 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

Brooks Macdonald

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FE Price Feed

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Utmost Wealth

Waverton IM

Adviser Office (IRESS)

Durell Software

Intelligent Office (Intelliflo)

Plum Software (Praemium)

Xplan (Iress)

Adviser Asset

Defaqto

FE Analytics

O&M Systems

RSMR

Selectapension

Synaptics

ThreeSixty

Defaqto Engage

EValue Risk Profiler

FE Analytics

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Advance by Embark
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
It's average!
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Easy to use platform
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service
Very good support
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Because I have a local Brker Rep who deals with me and sorts out any issues quickly and offers support and guidance at my work place or home
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
5/5
Service
"Good service
Anonymous March 2020

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